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Quant BFSI Fund Regular vs Invesco India Financial Services Fund compare

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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tortoise-icon Quant BFSI Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
Fund Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1126 Cr ₹601 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 2008 19 Jun 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 29% %
Expense Ratio 2.19 2.34
Manager Dhimant Kothari Sanjeev Sharma
ISIN Code INF205K01155 INF966L01CA6
Exits Load Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
1 Month 8.68% 6.54%
6 Month -4.94% -16.36%
1 Year 13.76% -3.87%
3 Year 18.13% -
5 Year 24.37% -

SIP Return Analysis

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
6 Month -1.74% -5.35%
1 Year 0.86% -18.05%
3 Year 19.07% -
5 Year 18.63% -

Rolling Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
1 Year 17.58% 40.14%
3 Year 15.7% -
5 Year 15.26% -

Risk Management

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
Standard Deviation 14.56% -
Sharp 0.673% -
Beta 0.893% -
Alpha 6.317% -

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Fund Managers

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
Name Dhimant Kothari Sanjeev Sharma
Total AUM ₹8118 Cr ₹39731 Cr
Funds Managed 7 22
Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

Invesco India Financial Services Fund - Retail Growth

Quant BFSI Fund Regular - Growth

Others 4.15 19.22
Small Cap 16.91 32.59
Mid Cap 20.27 5.43
Large Cap 58.67 42.76

Sector Allocation

Scheme Name

Invesco India Financial Services Fund - Retail Growth

Quant BFSI Fund Regular - Growth

Others 4.15 19.22
Financial Services 92.23 69.12
Healthcare 1.51 -
Technology 2.11 4.17
Energy - 7.49

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